EGLE vs IVV
EGLE vs IVV
Global X S&P 500 US Revenue Leaders ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | EGLE | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.03% | |
| AUM | $2M | $865.2B | |
| Dividend Yield | 1.17% | 1.09% | |
| Holdings | 374 | 508 | |
| YTD Return | +12.18% | +13.52% | |
| 1Y Return | +16.15% | +23.63% | |
| 3Y Return (annualized) | - | +21.26% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | 10.9% | 15.1% | |
| Max Drawdown | -9.8% | -56.5% | |
| Fund Family | Global X by mirae Asset | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Apr 15, 2025 | May 15, 2000 |
EGLE vs IVV Performance
Global X S&P 500 US Revenue Leaders ETF (EGLE) is a ETF from Global X by mirae Asset and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year EGLE returned +16.15% while IVV returned +23.63%. Year to date, EGLE is up 12.18% versus a gain of 13.52% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.9% for EGLE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.8% for EGLE and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EGLE charges 0.19% per year while IVV charges 0.03%. On a $10,000 position that is $19 vs $3 annually, a gap of $16 per year that compounds over a long holding period. On income, EGLE currently yields 1.17% against 1.09% for IVV.
Holdings Overlap
EGLE and IVV share 336 holdings out of 510 unique holdings combined, representing a 32.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EGLE | Weight in IVV | Difference |
|---|---|---|---|
| PLTR | 9.55% | 0.47% | 9.08% |
| AMZN | 5.59% | 3.75% | 1.84% |
| HD | 8.72% | 0.51% | 8.21% |
| MSFT | Pro | Pro | Pro |
| ORCL | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| GS | Pro | Pro | Pro |
| WFC | Pro | Pro | Pro |
| MS | Pro | Pro | Pro |
| RTX | Pro | Pro | Pro |
See all 10 holdings EGLE shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, EGLE or IVV?
EGLE has an expense ratio of 0.19% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, EGLE or IVV?
Over the past year EGLE returned +16.15% vs +23.63% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), EGLE annualized +25.42% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, EGLE or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 10.9% for EGLE. Worst drawdown: EGLE -9.8% vs IVV -56.5%.
Should I hold both EGLE and IVV?
EGLE and IVV have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EGLE and IVV?
EGLE and IVV share 336 common holdings with a 32.2% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, EGLE or IVV?
EGLE yields 1.17% while IVV yields 1.09%, so EGLE currently pays the higher dividend yield.
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